SECTION 1: APPLICANT INFORMATION
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
*
-
Month
-
Day
Year
Date
SECTION 2: POSITION APPLYING FOR
Select One
*
Tax Professional (Preparer under Tunnel Vision Financial Group)
Office Owner (Independent Office under Tunnel Vision Financial Group)
SECTION 3: TAX EXPERIENCE
Do you have prior tax preparation experience?
*
Yes
No
If yes, please explain (years of experience, software used, volume, etc.):
*
Do you currently have a PTIN?
*
Yes
No
In Progress
Do you currently have an EFIN? (Office Owners Only)
*
Yes
No
In Progress
Not Applicable
SECTION 4: KNOWLEDGE & COMMITMENT
Why do you want to work with Tunnel Vision Financial Group?
*
What are your goals for this tax season?
*
Are you willing to follow company processes, compliance rules, and brand standards?
*
Yes
No
Are you coachable and open to feedback?
*
Yes
No
COMPLIANCE & ETHICS (REQUIRED)
Please check each statement:
*
I understand NO FRAUDULENT ACTIVITY is tolerated.
I understand all returns must be supported by documentation.
I agree to protect client confidentiality at all times.
I understand failure to follow IRS guidelines may result in removal.
NEXT STEPS
After submitting this application, a payment link will be sent. No onboarding, access, or training will be provided until payment is completed.
Tax Pro / Office Owner Application
This is NOT for everyone. We move with integrity, structure, and tunnel vision. If accepted, you will be coached, supported, and expected to operate at a high level.
Submit
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